+121,410.6%
AAPL vs SYY
+4,446.6%
+116,964.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -2.7% | -2.8% | 0.0% | -1.9% |
| 30D | +1.0% | -5.3% | +6.3% | +2.6% |
| 3M | +5.0% | +5.1% | -0.1% | +3.3% |
| 6M | +23.0% | -5.0% | +28.0% | +24.1% |
| YTD | +16.6% | +10.7% | +5.9% | +12.0% |
| 1Y | +33.4% | +0.7% | +32.7% | +31.5% |
| 3Y | +79.9% | +24.0% | +55.8% | +65.3% |
| 5Y | +109.0% | +19.3% | +89.7% | +94.0% |
| 10Y | +1,210.4% | +96.4% | +1,114.0% | +885.0% |
| All | +121,410.6% | +4,446.6% | +116,964.0% | +32,916.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling